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Collapse columns that contain tagged sub-accounts.

jimbean2

A valuable feature for reports (i.e. Income Statements) would be the ability to collapse columns that contain tagged sub-accounts. For example, if Building A has four units with each unit set up with its own sub-tag under Building A, it would be extremely useful to consolidate the data for all 4 units by collapsing the view to just Building A or optionally expand it to include its sub-tags. Currently, separate reports must be created to achieve this.

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Comments

MontanaKarl

You can select which tags to include in a report via the report filters (Edit > Tags tab) - and then memorize those reports - one for each unit and one for the property, e.g.

Do note that rental properties are not specifically implemented in Quicken Classic for Mac yet… even though your approach can work. Quicken Windows rental property feature allows creating units within a property, assigning tenants, etc etc in a much richer workflow. That may come to QMac at some point… there is an Idea/Wish topic with votes for it… but none of us know when.

jimbean2

Thanks for the comment. I am aware of the workarounds you suggested. :-)

jacobs

Are you talking about a cross tab report, Category by Tag, which has categories as rows and tags as columns?

I'm not sure I understand what you're calling "sub-tags" and "sub-accounts". There is no hierarchy of tags or accounts in Quicken. There can be multiple tags on a transaction, but not tags which are a sub-tag of another (like sub-categories belonging to a category). In your example of Building A with four units, do you tag all transactions with a "Building A" tag and then an additional tag for "Unit 1", Unit 2", "Unit 3" or "Unit 4"?

I wonder if it would be easier if you make the tags "Building A" and "Unit A1", "Unit A2", "Unit A3" and "Unit A4". Then you'd tag each transaction two tags, with one building and one unit tag. Then you could have a Building Report which includes just Tag="Building A", and a Building A by Unit Report which includes just Tag="Unit A1", "Unit A2", "Unit A3" and "Unit A4". (I don't know how many buildings and units you're trying to manage in Quicken, so perhaps this would be too unwieldy?)